2 Order Management
With the touch of a bu on, generate orders from within the Sage Intacct system using quotes from Salesforce.
Key Features
Automate and Streamline
Automatic order creation from quotes
Ensure accuracy and save time by eliminating
data reentry.
Order management document generation
Easily create quotes, sales orders, back orders,
invoices, returns, credit memos, debit memos, and
more—and rapidly deliver them via email.
Calculations
Easily compute discounts, shipping, handling, and other
charges for each document using flexible subtotaling.
Best practices templates
Process quotes, orders, invoices, credit memos,
returns, and shippers using workflows from supplied
templates. Or configure your own to fit your
business model—no programming required.
Streamlined services and billing processes
Automatically create services invoices from
order fulfillment.
Defined prices and discounts
Configure different pricing schedules for customer
groups or individuals by time periods, products, or
entire product lines.
Flexible pricing options
Work with virtually any pricing structure—from
simple fixed prices to a series of price schedules.